Do you have an appreciation for entrepreneurs, a passion for Wealth Planning and a desire to make an impact in a growing organization?
We are looking for an experienced Senior Wealth Advisor to lead our established planning team. Our Senior Wealth Advisor is a team player and methodical business leader. You have expertise as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will establish relationships with our target prospects, convert them to clients and facilitate them through our Wealth with Purpose® planning process. In addition, as the senior member of our planning team, you will contribute to our business development and marketing efforts. You will also facilitate and support associate advisor and paraplanner career development. Specifically, we will look to you for the following:
Provide a Superior Client Experience
- Manage the relationship and client experience from the beginning of engagement throughout the initial planning process
- Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clients
- Maintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectations
- Own the organization’s value proposition and its matriculation through the client experience
Lead the Best Wealth Advisory Process
- Manage and facilitate the overall wealth planning process for the organization, ensuring the process is constantly innovating while meeting the needs of our high net worth clients and that the appropriate infrastructure is in place to execute it
- Serve as the organization’s expert on wealth planning; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team members
Facilitate Business Development
- Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners
- Participate in the design and execution of key marketing initiatives, facilitating client involvement
- Represent the organization externally by attending and/or presenting at client and alliance events
Preferred Experience and Skills
- An appreciation and understanding of entrepreneurs
- A passion to help clients, alliance partners and team members
- Immediately instills confidence in propsects, clients and team members
- Practices outstanding communication, active listening and relationship building skills
- Can see and articulate the big picture, as well as handle the details necessary to achieve the big picture
- 8+ years of experience with advanced wealth planning -or- legal, tax and business planning
- Licenses and credentials: CFP®, JD or CPA
- An undergraduate degree
Do you have an appreciation for entrepreneurs, a passion for Wealth Planning and a desire to make an impact within a growing organization?
We are looking for an experienced, self-motivated Associate Wealth Advisor to work on our established Wealth Planning Team. The Associate Wealth Advisor will work with a Senior Advisor and the AltruVista Wealth Planning Team to ensure a superior client experience. As the primary trusted advisor to our high net worth clients, the Associate Wealth Advisor maintains a pulse on everything that impacts our clients, and is responsible for overall client management and retention. Specifically, you will be asked to do the following:
Client Relationship Management
- Facilitate the AltruVista wealth planning process, serving as the primary point of contact for clients, their families and their team of partners and advisors
- Prepare for, lead and quarterback to completion all ongoing client meetings and client service activities
- Maintain responsibility for all client contact and communication
Wealth Planning
- Build comprehensive, customized financial plans designed to meet the specific needs and concerns of our entrepreneurial clients
- Understand the investment strategy of the organization, with the ability to provide clients investment recommendations
- Holistically monitor clients’ portfolios to ensure they adhere to the outlined plan
- Continually reinforce our value proposition with clients and encourage referrals
- Stay current on products, services and regulations that could impact our clients
- Direct and monitor workflows required to service clients
Strategic Alliance Development
- Develop strategic relationships with our partners in an effort to effectively refer business and leverage partnerships to deepen and enrich the client experience
- Participate in the planning and execution of strategic alliance events
Our ideal candidate will possess the following:
- An appreciation and understanding of entrepreneurs
- Knowledge of key financial, investment and risk management concepts
- A passion to help clients achieve their goals, and a desire to strengthen alliance partnerships to facilitate that
- Strong attention to detail
- Outstanding communication and relationship building skills
- Experience with eMoney and CRM tools
- 4+ years of financial planning, family office and/or investment advisory experience with high net worth clients
- Registrations and credentials: CFP®, Series 65
- Bachelor’s degree, preferably with a concentration in business, economics or financial planning
Do you have an appreciation for entrepreneurs and a desire to create exponential growth while disrupting an industry?
We are looking for a talented and entrepreneurial Product Manager to make our vision a reality. As a strategic leader, you will be responsible for managing the development of the system from ideation through development, launch, growth and maintenance. Specifically, you will be asked to do the following:
Organizational Vision
- Identify and document the product vision and long-term strategy
- Lay out the roadmap, release schedule and budget; prioritizing to achieve strategic goals and initiatives
- Conduct a cost and price analysis to outline an effective revenue model
- Define and track organizational success metrics
Branding and Marketing
- Identify and execute the brand and marketing strategy
Product Development
- Collaborate with subject matter experts to create content and establish a web presence for the organization
- Document and implement the user experience; running beta groups and incorporating feedback as identified
- Own the creative process of generating, developing and curating new ideas
Our ideal candidate will possess the following:
- An appreciation and understanding of entrepreneurs
- Strong communication skills and intuition for communication strategy at every level
- Detail oriented, with exceptional organizational skills; balancing multiple projects, deadlines, and requests should be second nature to you
- Natural ability to make things happen around you. You manage project ambiguity, complexity, and interdependencies in an organized and structured way
- The ability to define and analyze metrics that inform the success of products
- Experience with Financial Planning
- 3-5 years of experience in project management, product management or equivalent consulting experience
- College degree, preferably in Business, Finance, Management or Marketing
Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.
